# CasetrackerLaw  Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about CasetrackerLaw  Software - reviews, pricing plans, popular comparisons to other Accounts Receivable products and more.

Source: https://www.capterra.com/p/127129/CasetrackerLaw/pricing

---

# 

 CasetrackerLaw Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

CasetrackerLaw

## What is CasetrackerLaw ?

"Since 1998, we’ve pioneered innovative solutions in accounts receivable software. Our customizable, top-rated platform empowers Credit Managers, Collection Agencies, Corporations, and Attorneys to take full control of their accounts receivable processes. Our flexible software connects credit managers directly to a network of over 2,600 attorneys and agencies for seamless claim forwarding, all without the need for third-party involvement—manage it yourself with confidence. Enjoy comprehensive cloud-based convenience, multi-role access, a powerful CRM, and dedicated, human-centered support. With us, there’s no need to buy additional modules—you get the complete package from day one. For more information, visit our website.

## What is CasetrackerLaw used for?

[Debt Collection](https://www.capterra.com/debt-collection-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Accounts Receivable](https://www.capterra.com/accounts-receivable-software/)

Overall rating

Based on 44 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

$699

Per User, One Time

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for CasetrackerLaw ?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.casetrackerlaw.com/&name=CasetrackerLaw )

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### CasetrackerLaw

4.9 (44)

VS.

[4.4 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting Price

$699

Per User, One Time

Starting Price

$25

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (44)

Ease Of Use

4.4 (7,619)

Value For Money

4.9 (22)

Value For Money

4.2 (6,535)

Customer Service

4.9 (43)

Customer Service

4.0 (6,240)

## CasetrackerLaw alternatives

[4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

Highest Rated

[4.5 (4,506)](https://www.capterra.com/p/142390/FreshBooks/reviews/)

Starting price

$21.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.3 (606)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[4.4 (671)](https://www.capterra.com/p/163115/Zoho-Books/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/127129/CasetrackerLaw/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Billing & Invoicing

4.3 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Create, manage, and send invoices or bills to customers

Historical Reporting

5.0 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Information, data and reports that are being tracked over time

Access Controls/Permissions

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Compliance Management

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Track and manage adherence to policies for any service, product, process, or supplier

General Ledger

3.5 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Centralized accounting record which tracks all financial transactions

Multiple User Accounts

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

CasetrackerLaw 114 features

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Categorizes outstanding invoices based on the amount of time they have remained unpaid

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage various aspects of appointments including booking, rescheduling, canceling

Manage the process of evaluating documents or requests submitted for approval

A record of all activities within the system, including user access, changes made, etc.

System that automatically dials calls

Send automated reminders and notices to clients on overdue payments

Automatically create schedules based on business needs or employee availability and qualifications

Create backups and provide methods to recover deleted/lost data

Compare and match accounting/financial records with corresponding bank statements

Track the list of items required to be billed/invoiced to clients

Create, manage, and send invoices or bills to customers

Setting up the amount/charge for per hour of work by a company or professional

Searchable database of information about loan borrowers

Create budgets based on historical data and future projections

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Track and manage schedules and meetings via an integrated calendar

Record the audio of phone conversations for quality assurance purposes

Schedules callback times

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Receive and deposit or issue and record check payments

Issue payments to third parties via checks

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

For third-party collection agencies

Tracking, calculating, and paying commissions and earnings to employees

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage adherence to policies for any service, product, process, or supplier

Search and check for conflicts of interest or statutes of limitations

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Accept and process credit card transactions

Report customer payment history and outstanding debts to credit bureaus

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Reports that show customers their invoices, payments, and balance on the account

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Graphical representation of data

Specify or track the date/time a project, task, etc., is due for completion

Track products that are for sale at a reduced price or part of coupon promotions

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Electronically collect payments for goods or services

Manage, store and organize emails within the system or via third-party apps

Pre-made examples and templates for emails

Integrate with existing ERP systems

Monitor and record expenses such as purchases or charges incurred

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Plan, manage, and track the financial activities of an individual or organization

Form predictions based on past and present data/trends

Store, manage and track all forms in a centralized location

Identify and prevent suspicious activity

Centralized accounting record which tracks all financial transactions

Information, data and reports that are being tracked over time

For first-party debt collectors

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Track and manage inventory levels to maintain proper supply

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Creation, processing, verification, and execution of invoices till the payment is made

Systematic approach to handling legal cases, matters, or projects within a law firm or legal department

Access software remotely via mobile devices

Observe and track the demand, usage, progress or quality of a system, product, or user

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Manage the accounting and financial aspects of multiple locations or companies in a single location

Process payments via multiple modes directly through the application

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Accept and process online payment transactions

Allow customers to make a partial payment on an invoice and track remaining debt

Tracking, managing, and initiating the transfer of funds for overdue customer payments

Manage plans with a set payment schedule that help customers pay outstanding debt

Accept, record, and reconcile financial transactions

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Analyze and gain insights into data in real-time

Receive data and information in real time

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Upload, track, and submit receipts in a central database

A list of customers and their payments due updated on a monthly basis

Ability to record, store, update, and retrieve information

Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.)

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Initiate collection and analysis of known risks

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Online portal through which end users can access the system, manage tasks, or obtain information

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Track the status over time for a request, process, asset, or transaction

Create, manage and track all task activities and progression

Create, save, and re-purpose templates for emails, forms, etc.

Set up connections to third-party platforms to improve business processes

Measure and track time including hours worked and paid time off (PTO)

Manage, record and track all business exchanges in form of money and its related interactions in the system

Manage bookkeeping for client trust accounts

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.9 (23)

4.9

Based on 23 reviews

## Pricing

Value for money

4.9 (22)

Free Trial

Casetracker Starter

$699.00

Per User,One Time

Value for money

4.9 (22)

4.9

Based on 22 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (43)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (43)

4.9

Based on 43 reviews

## User reviews

Overall rating

4.9

Based on 44 reviews

Filter by rating

5(41)

4(3)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

MF

Melinda F.

President

Financial Services

### "Thank you Casetracker!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 21, 2025

Positive overall experience. We look forward to growing with you. \[sensitive content hidden\] is always courteous and professional.

Pros

\[sensitive content hidden\], our support rep is great to work with! Also, new performance reports are great! Thank you for your help

Cons

Not quite perfect. Updates occur but training on upgrades would help us when trying to pull reports.

Switched from

[CWX](https://www.capterra.com/p/127128/CWX/)

Poor customer service and reports not what we needed.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

May 23, 2025

Thank you Melinda. You are awesome too.

CW

Christine W.

Accounting Specialist

Law Practice

### "Great product and staff!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 16, 2025

This program is easy to use and the staff is very friendly. \[sensitive content hidden\] is very open to ideas and getting my request handled in a timely manner.

Pros

The staff is very easy to work with and they go above and beyond for any requests.

Cons

I have zero complaints about the software. The program serves our needs.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 19, 2025

Thank you Christine. We appreciate you.

LW

Lauren W.

VP of Sales

Legal Services

### "The easiest CRM to help you sell more"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 9, 2024

Pros

After demos with SalesForce and multiple other CRMs, Casetracker was hands down the best for organizing my sales process and being able to prospect quickly. Even the sales rep at SalesForce said that my prospecting would slow down if I used SalesForce compared to CaseTracker. In a world where everything is getting more complicated, I love being able to manage my clients and prospects in the most user-friendly system. Casetracker allows me to spend less time managing my data and more time selling and getting new clients. I highly recommend!

Cons

If I had to pick something, maybe an optional color scheme?

Switched from

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Hubspot is fantastic but it is all over the place. You cannot just look at one screen and see everything, so when in an account I am constantly going back and forth in-between windows. All that is eliminated with Casetracker.

Alternatives considered

[Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reasons for choosing CasetrackerLaw

Casetracker was easier and would allow me to reach more prospects per day than any of the other more complicated CRMs, including Less Annoying CRM which is known for its simplicity. Casetracker was better.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

August 20, 2024

Thank you for the wonderful review!

MD

Molly D.

Bookkeeper

Legal Services

### "Useful program for debt collecting"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

September 22, 2022

CaseTracker turned out to be a time saver for our firm compared to the way we used to do debt collecting. It meets our needs.

Pros

The layout makes sense and has a lot of depth if you utilize all of the features.

Cons

The reports were in two different places, which threw me off initially.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

October 7, 2022

Hi Molly, We appreciate you taking the time to review Casetrackerlaw. Becky

DR

David R.

CEO

Marketing and Advertising

### "Solid and Flexible CRM"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 2, 2022

As a sales manager, it's a great feeling to know you and your team are all on the same page for prospecting, demonstrations, and closing. This CRM has made us more profitable.

Pros

The core element of this CRM I appreciate is the reminder system. The main dashboard makes it simple to keep our prospecting organized ensuring we're making the right call at the right time. Integrating this system was simple as it stands on it own and allows you to upload leads with a few clicks. Overall it works well.

Cons

This is a great package for the nominal fee.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

October 7, 2022

Thank you David for your review. We appreciate you. Casetrackerlaw Team

BJ

Brittany J.

Legal Assistant

Law Practice

### "Definetely Worth It"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 27, 2021

My overall experience has been pretty good with Casetracker. Any issues that I've run into with our system, \[SENSITIVE CONTENT HIDDEN\] have done their best to help us resolve them.

Pros

I've been using Casetracker with my current job for about 8 years now. It's convenient to update case status', add payments into the system, and even has pre-prepared letters for use in daily work routines.

Cons

Haven't come across one of any significance to mention.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 5, 2021

Thank you for the wonderful review Brittany.

Dustin H.

Executive Director of Operations

Legal Services

### "Everything you need... and more!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 10, 2020

This full service software is beyond anything that I could possibly ask for with the extremely affordable price tag. It's replaced several of my systems and reduced my work load so much. It's a Debtor management system, a creditor management system, and a sales pipeline system all in one. I switched from a free solution to this solution - that should tell you just how incredible this solution is.

Pros

This product is very user friendly and is full of features that you know that you need and features that you probably haven't thought of. I really like how it's been designed to specifically fit those who need judgment enforcement software. The client portal is an excellent feature and comes standard with the service. The staff and support team for CaseTrackerLaw are phenomenal and really care about their clients. If there's a feature that's not included, they'll work on getting that created specifically for your company and at an affordable rate.

Cons

Getting set up is a little intensive and time consuming - but that's because you're really customizing the software to fit your specific company and needs. Things can be a little confusing when you're getting on-boarded, however, they offer free training sessions while you're getting oriented to the software and take the time to explain things and aid you in getting set up. I wish there was a way to pre-load or add in some API information for MicroBilt and Delvepoint to aid in skip tracing, but that's always an option to ask for later and not a core requirement.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

July 15, 2020

Thank you Dustin for the wonderful review of Casetrackerlaw.

JC

James C.

Attorney

Law Practice

### "Great Product: Easy to Setup, Easy to Use, Helpful Support Team "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 29, 2020

Pros

The product readily fits a wide practice range. It allows simple and secure access to clients to assist the firm with its duty of client communication. The team behind CasetrackerLaw cares about your firm's happiness with their product and will customize it to your firm's needs.

Cons

Nothing - it's the best option currently available for my firm's needs.

Switched from

[Clio](https://www.capterra.com/p/105428/Clio/)

CasetrackerLaw had a better dashboard and setup for collections law matters than Clio did, and the price point was excellent.

Alternatives considered

[CollectMax](https://www.capterra.com/p/79274/CollectMax/)

Reasons for choosing CasetrackerLaw

Cloud access and storage. Better price point. No additional hardware required.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

July 8, 2020

Thank you for the wonderful review James.

AU

Anonymous User

Intake

Aviation & Aerospace

### "Pros and Cons of CT"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 27, 2020

My overall experience has been very positive and productive.

Pros

This software is easy to follow and is is quicker than previous program.

Cons

The part I least like with this program is once you approve it locks the information and you basically have to send a request and that is time consuming and can be very challenging.

Reasons for choosing CasetrackerLaw

Positive product,productive,efficient and user friendly.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SH

Skip H.

President/Owner

Financial Services

### "Casetracker review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 20, 2020

Excellent.

Pros

Ease of use and ability to customize to fit our needs. Outstanding customer service.

Cons

No issues to report, other than competing this survey. :)

Reasons for choosing CasetrackerLaw

\[SENSITIVE CONTENT HIDDEN\]

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

June 1, 2020

Thank you Skip for your product review.

[View all Reviews](https://www.capterra.com/p/127129/CasetrackerLaw/reviews/)

Popular comparisons

[QuickBooks Online vs CasetrackerLaw](https://www.capterra.com/compare/127129-190778/CasetrackerLaw-vs-QuickBooks-Online) 

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